Roberto Yon
SVP, Product Manager, Consumer Deposits Products @Bank of America
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WORK HISTORY
SVP, Product Manager, Consumer Deposits Products @Bank of America
Charlotte, NC, US
Serve as an integral senior leader overseeing the day-to-day management of the SafeBalance Banking® account, including the risk management and end-to-end strategy execution, contributing to increasing the portfolio by 80%, average balance per account by 24%, and attrition of 1.3K basis points.• Focused on identifying opportunities to drive growth while enhancing the financial life of existing and potential customers and introduced a minimum daily balance qualifier to provide the ability to prevent monthly maintenance fees, improving the product value proposition, driving higher account sales, account balances, and customer satisfaction, as well as lowering customer attrition.• Ensured the customers understand all aspects of the product and services, as well as perform end-to-end portfolio analysis to identify opportunities to position the product and drive value proposition improvement correctly.• Continuously collaborate with Technology to support the product, including migrating between systems, managing technology risk, and ensuring that the product is working seamlessly.• Oversaw projects to solve product self-identified audit issues, focusing on preventing losses and improving customer satisfaction.• Leverage extensive expertise to provide product support and guidance to ESG, Community Banking internal teams, and non-profits.
EDUCATION
Universidad Tecnica Federico Santa Maria
Bachelor of Science in Business Administration, Business, Project Evaluation
SKILLS
ABOUT ROBERTO YON
With more than 20 years of experience as a Senior-Level Dynamic Leader, I have a background spanning various roles within the banking industry, leveraging extensive expertise to build and lead high performing teams in supporting key business initiatives. My competencies also extend to product, channel and segment strategy support. It is my passion to deliver products to meet the specific needs of customers while driving growth and multi-million-dollar revenue generation. Key Achievements Include: Serve as an integral senior leader overseeing the day-to-day management of the SafeBalance Banking® account, including the risk management and end-to-end strategy execution, contributing to increasing the portfolio by 80%, average balance per account by 24%, and attrition of 1.3K basis points Provided strategic direction and guidance to a team of 11 concerning governance and controls, financial oversight, portfolio management, and analytics and reporting, supporting the $3B technology initiative portfolio Directed a team of upwards of 5 geographically dispersed resources in the day-to-day management of various financial activities, including monthly close process, planning, forecasting, and analysis and reporting for 120M square feet of real estate and $3B of operating expenses Oversaw planning and forecasting for a portfolio that includes 14M Mass Affluent households with $300B in deposit balances and $100B in investment balances Supported Small Business Debit & Product Development units’ financial strategies, including planning, forecasting, reporting, and analysis, which resulted in the creation of new banking products, facilitated by critical financial recommendations to senior managers, generating $16B in purchase volume and $300M in revenueContact me through this profile if you wish to connect.
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